Fairway Asset Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Our hourly fees are $275.”

Flat or project fee

$2,500⁠-⁠$15,000

“Flat fees generally range from $2,500 to $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fairway Asset Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Our firm bills on cash unless indicated otherwise in writing.”
• “We must disclose if client’s advisory fees are due quarterly in advance.”

How Fairway Asset Management, Inc.’s fees compare

• Its hourly rate of $275 is below the California median of $300. 38% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 7 other planners in San Ramon that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the California median of $5,000. 75% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in San Ramon that publish a flat or project fee charge less.

About Fairway Asset Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.25% a year

Clients

66

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$60,141,961

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

142038

Website

fairwayam.com (opens in new tab)

Phone

(925) 553-7487

Other planners in San Ramon that publish fees

• California Financial AdvisorsSan Ramon$150⁠-⁠$450/hr
• Carey Wealth ManagementSan Ramon$350/hr, $1,500⁠-⁠$10,000
• Certified Planners, Inc.San Ramon$300/hr
• Giving Tree Wealth AdvisorsSan Ramon$400/hr
• Insight Wealth Strategies, LLCSan Ramon$500/hr, $50,000
• Inversewealth LLCSan Ramon$2,500⁠-⁠$15,000, $5,000⁠-⁠$20,000/yr

Compare all 16 planners in San Ramon